Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,441 | $72,071+265.5% | $68,368+285.3% | $137,256+91.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 47.48% | 353.14%-305.7pp | 292.57%-245.1pp | 220.34%-172.9pp |
| Employer contribution / active EE | $2,533 | $2,788-9.1% | $2,649-4.4% | $4,156-39.0% |
| Participant deferral / active EE | $4,075 | $4,410-7.6% | $4,123-1.2% | $6,407-36.4% |
| Admin fee / account holder | $83 | $5,336-98.5% | $5,150-98.4% | $12,270-99.3% |